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103 Court Street, Tupelo, MS 38804 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MS | RA | APPROVED | 2026-04-28 |
Branch Locations
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2013-03-06 |
| MS | RA | APPROVED | 2006-04-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Tupelo | MS | 11/2004 | Present |
| Haire Wealth Management, Inc. | Tupelo | MS | 03/2026 | Present |
1) 2004-10-20 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - HAIRE WEALTH MANAGEMENT / - DBA for LPL Business (entity for LPL business) - Y - at reported business location(s) - 2004-10-20 - hrs/mth - hrs/mth during trading 2) 2009-10-19 - - Non-Variable Insurance - Y - at reported business location(s) - 2004-09-13 - hrs/mth - hrs/mth during trading 3) 2018-06-08 - C & S Wealth Management - Real Estate Rental - N - The address is above. I have a long term lease with a Hospice/ Home Health company. Please let me know if you have any other questions. - 2018-05-31 - 1hrs/mth - 0hrs/mth during trading 4) 2019-06-06 - C&S Wealth Management, LLC - Real Estate Rental - Y - This is a commercial rental property located at 120 West Main Tupelo MS - 2019-04-11 - 1hrs/mth - 0hrs/mth during trading 5) 2019-06-06 - C & S Wealth Management, LLC - Real Estate Rental - Y - 2633 Traceland Drive Tupelo, MS - 2019-04-11 - 3hrs/mth - 0hrs/mth during trading 6) 2019-09-04 - Mark Wall and Assocoiates - Non-Variable Insurance - Y - at reported business location(s) - 2019-08-12 - 2hrs/mth - 1hrs/mth during trading 7) 2026-05-05 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - (Hybrid) Haire Wealth Management, Inc - Registered Investment Advisor Hybrid - Y - at reported business location(s) - 2026-04-28 - 180hrs/mth - 140hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-04-19 |
| S63 | Uniform Securities Agent State Law Examination | 2000-04-19 |
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